Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Ford F Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Buy
24,839
+626
+3% +$8.45K 0.04% 102
2026
Q1 		$279K Sell
24,213
-1,395
-5% -$18.4K 0.04% 100
2025
Q4 		$354K Buy
25,608
+544
+2% +$7.01K 0.04% 93
2025
Q3 		$300K Buy
25,064
+465
+2% +$5.36K 0.04% 98
2025
Q2 		$267K Buy
24,599
+4,560
+23% +$46.4K 0.04% 102
2025
Q1 		$201K Buy
20,039
+1,604
+9% +$15.7K 0.03% 110
2024
Q4 		$183K Sell
18,435
-610
-3% -$6.5K 0.03% 111
2024
Q3 		$201K Buy
19,045
+1,401
+8% +$16K 0.04% 56
2024
Q2 		$221K Sell
17,644
-860
-5% -$10.6K 0.04% 100
2024
Q1 		$246K Buy
+18,504
New +$224K 0.05% 90
2023
Q4 		– Sell
-18,296
Closed -$227K – 181
2023
Q3 		$227K Sell
18,296
-964
-5% -$12.5K 0.05% 89
2023
Q2 		$291K Sell
19,260
-713
-4% -$9.02K 0.08% 48
2023
Q1 		$252K Sell
19,973
-228
-1% -$2.85K 0.07% 47
2022
Q4 		$235K Sell
20,201
-665
-3% -$8.54K 0.07% 44
2022
Q3 		$234K Sell
20,866
-1,327
-6% -$18.6K 0.08% 38
2022
Q2 		$247K Sell
22,193
-577
-3% -$7.9K 0.08% 41
2022
Q1 		$385K Buy
22,770
+4,138
+22% +$78.7K 0.11% 42
2021
Q4 		$441K Sell
18,632
-2,541
-12% -$46.8K 0.19% 30
2021
Q3 		$300K Sell
21,173
-4,451
-17% -$60.5K 0.09% 57
2021
Q2 		$381K Sell
25,624
-8,767
-25% -$117K 0.12% 60
2021
Q1 		$421K Sell
34,391
-2,663
-7% -$30.5K 0.15% 54
2020
Q4 		$326K Buy
+37,054
New +$310K 0.13% 55

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Financial Group (Iowa)'s F Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Ford (F) stake by 2.6% in Q2 2026, buying an estimated $8.45K and bringing the position to 24,839 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #102.

Legacy Financial Group (Iowa) first reported a position in F in Q4 2020 and has held it in 22 quarters since. The position peaked at $441K in Q4 2021. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Legacy Financial Group (Iowa) held 24,839 shares of Ford worth $345K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 626 Ford shares in Q2 2026, an estimated $8.45K.
  • Ford made up 0.04% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #102 holding.
  • Legacy Financial Group (Iowa) first reported a position in Ford in Q4 2020 and has held it in 22 quarters since.
  • Legacy Financial Group (Iowa)'s Ford position peaked at $441K in Q4 2021.
  • 1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.